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<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!</b></p>Benefits Day 1<br>Mileage Reimbursement<br><br><br>Role: <br>The Volunteer Coordinator is responsible for coordinating and supervising all patient care volunteer activities.  Serves as a member of the Interdisciplinary Group (IDG) and acts as a liaison between staff, community, and volunteers.<p>Qualifications:<br>• Bachelor’s degree (BA/BS) or an equivalent combination of education and experience<br>• Minimum of two (2) years’ experience in volunteer coordination, preferably in a health care setting<br>• One (1) year supervisory experience strongly preferred<br>• Strong demonstrated capabilities in networking with community resources, and strong knowledge of such resources<br>• Strong communication skills (written and verbal) including face-to-face, telephone, and correspondence<br>• Strength in attention to detail and organizational skills<br>• Program development and implementation skills<br>• Must be able to interact successfully with clients, families and other agencies to present a positive and professional image<br>• Bi-lingual preferred<br>• Previous experience in health care and/or social services setting preferred<br>• Excellent telephone and computer skills<br>• Mobile Driver - Valid driver’s license and automobile insurance per Company policy<br>• Ability to travel in community<br>• Ability to take initiative and work independently<br><br>Competencies:<br>• Satisfactorily complete competency requirements for this position.<br><br>Responsibilities of all employees:<br>• Represent the Company professionally at all times through care delivered and/or services provided to all clients.<br>• Demonstrates high ethical standards in areas of hospice mission and confidentiality, as well as display sensitivity to family needs.<br>• Complies with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.<br>• Complies with Company policies, procedures and standard practices.<br>• Observes the Company's health, safety and security practices.<br>• Maintains the confidentiality of patients, families, colleagues and other sensitive situations within the Company.<br>• Uses resources in a fiscally responsible manner.<br>• Promotes the Company through participation in community and professional organizations.<br>• Participates proactively in improving performance at the organizational, departmental and individual levels.<br>• Improves own professional knowledge and skill level.<br>• Advances electronic media skills.<br>• Supports Company research and educational activities.<br>• Shares expertise with co-workers both formally and informally.<br>• Participates in Quality Assessment and Performance Improvement activities as appropriate for the position.<br><br>Job Responsibilities:<br>• Meets standards of practice of the Volunteer Services Department.<br>• Recruits volunteers through community networking activities and marketing efforts.<br>• Screens potential volunteers through intake calls and interviews, and in training.<br>• Trains, assigns, supervises and evaluates patient/family care volunteers as well as volunteers for events, Speakers Bureau, administrative support and various other roles.<br>• Participates in the development and implementation of programs which enhance the morale and effectiveness of volunteers, volunteer newsletter, volunteer in-services, support programs and annual volunteer recognition.<br>• Participates in volunteer-related special events, committees and task force groups.<br>• Maintains records of volunteers, ensuring that all file requirements are met and kept current.<br>• Serves as a liaison between team members and volunteers on the Interdisciplinary Group (IDG).<br>• Performs other duties as assigned.</p><p><b>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy. </b></p>

Chapters Health System

Volunteer Program Coordinator- Hope Healthcare-Cape Coral

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Vice President, Wealth Planner - Ft. Myers, FL

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Fort Myers, FL

Wealth Planner - Naples, FL

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!</b></p>Role: <br>The Volunteer Coordinator is responsible for coordinating and supervising all patient care volunteer activities.  Serves as a member of the Interdisciplinary Group (IDG) and acts as a liaison between staff, community, and volunteers.<p>Qualifications:<br>• Bachelor’s degree (BA/BS) or an equivalent combination of education and experience<br>• Minimum of two (2) years’ experience in volunteer coordination, preferably in a health care setting<br>• One (1) year supervisory experience strongly preferred<br>• Strong demonstrated capabilities in networking with community resources, and strong knowledge of such resources<br>• Strong communication skills (written and verbal) including face-to-face, telephone, and correspondence<br>• Strength in attention to detail and organizational skills<br>• Program development and implementation skills<br>• Must be able to interact successfully with clients, families and other agencies to present a positive and professional image<br>• Bi-lingual preferred<br>• Previous experience in health care and/or social services setting preferred<br>• Excellent telephone and computer skills<br>• Mobile Driver - Valid driver’s license and automobile insurance per Company policy<br>• Ability to travel in community<br>• Ability to take initiative and work independently<br><br>Competencies:<br>• Satisfactorily complete competency requirements for this position.<br><br>Responsibilities of all employees:<br>• Represent the Company professionally at all times through care delivered and/or services provided to all clients.<br>• Demonstrates high ethical standards in areas of hospice mission and confidentiality, as well as display sensitivity to family needs.<br>• Complies with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.<br>• Complies with Company policies, procedures and standard practices.<br>• Observes the Company's health, safety and security practices.<br>• Maintains the confidentiality of patients, families, colleagues and other sensitive situations within the Company.<br>• Uses resources in a fiscally responsible manner.<br>• Promotes the Company through participation in community and professional organizations.<br>• Participates proactively in improving performance at the organizational, departmental and individual levels.<br>• Improves own professional knowledge and skill level.<br>• Advances electronic media skills.<br>• Supports Company research and educational activities.<br>• Shares expertise with co-workers both formally and informally.<br>• Participates in Quality Assessment and Performance Improvement activities as appropriate for the position.<br><br>Job Responsibilities:<br>• Meets standards of practice of the Volunteer Services Department.<br>• Recruits volunteers through community networking activities and marketing efforts.<br>• Screens potential volunteers through intake calls and interviews, and in training.<br>• Trains, assigns, supervises and evaluates patient/family care volunteers as well as volunteers for events, Speakers Bureau, administrative support and various other roles.<br>• Participates in the development and implementation of programs which enhance the morale and effectiveness of volunteers, volunteer newsletter, volunteer in-services, support programs and annual volunteer recognition.<br>• Participates in volunteer-related special events, committees and task force groups.<br>• Maintains records of volunteers, ensuring that all file requirements are met and kept current.<br>• Serves as a liaison between team members and volunteers on the Interdisciplinary Group (IDG).<br>• Performs other duties as assigned.</p><p><b>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy. </b></p>

5 Project Management / Professional Services Jobs in Bonita Springs, FL, USA